Pat Dorsey's top holdings (September 2025) include Danaher Corp. (DHR), a global conglomerate that designs, manufactures, and markets professional, medical, industrial, and commercial products and services.

Pat Dorsey is the founder and portfolio manager of Dorsey Asset Management. He is known for his investment philosophy centered on identifying companies with strong competitive advantages, or "economic moats." His approach focuses on long-term value creation through investing in a concentrated portfolio of high-quality businesses.

Danaher Corp. (DHR)

Danaher operates as a global science and technology innovator, with a diverse portfolio of businesses in the life sciences, diagnostics, and environmental sectors. The company's products support professionals in various fields, from healthcare to industrial applications. Danaher has a market capitalization of $147.38B, and the current value of Pat Dorsey's position is $190.79M. Analysts have set a price target of $275.00 for the stock, while a discounted cash flow analysis suggests a value of $255.01 per share.

Here's an overview of Pat Dorsey's trades in Danaher Corp.:

Meta Platforms Inc (META)

Meta Platforms is the parent company of social media giants Facebook, Instagram, and WhatsApp, and is also heavily invested in developing augmented and virtual reality technologies through its Reality Labs segment. The company's ecosystem of apps and services connects billions of people worldwide. The tech conglomerate's market cap stands at $1.86T, while this holding in Pat Dorsey's portfolio is currently worth $181.06M. The analyst price target for Meta is $850.00, with its discounted cash flow value calculated at $610.34.

Here's an overview of Pat Dorsey's trades in Meta Platforms Inc:

Aercap Holdings N.V. (AER)

Aercap Holdings is a global leader in aircraft leasing, owning, managing, and leasing a large portfolio of commercial aircraft to airlines around the world. The company provides comprehensive fleet solutions and is a major player in the aviation finance industry. The position is currently valued at $168.1M in the Dorsey Asset Management portfolio, and the company has a market capitalization of $21.81B. A discounted cash flow model places the company's value at $2.82 per share.

Here's an overview of Pat Dorsey's trades in Aercap Holdings N.V.:

Autozone Inc. (AZO)

AutoZone is a prominent retailer and distributor of automotive replacement parts and accessories, serving both do-it-yourself and commercial customers. Its extensive network of stores across the Americas offers a wide range of products for cars, sport utility vehicles, and light trucks. The company's market cap is approximately $70.24B, while the current value of Pat Dorsey's holding is $149.75M. Based on discounted cash flow calculations, the company's value is estimated at $9,950 per share, and analysts have established a price target of $4,050.

Here's an overview of Pat Dorsey's trades in Autozone Inc.:

Alphabet Inc (GOOG)

Alphabet Inc., the parent company of Google, is a multinational technology conglomerate specializing in internet-related services and products. Its business segments range from its dominant online advertising and search platforms to cloud computing, software, and other technology ventures. This holding in Pat Dorsey's portfolio is currently worth $141.35M, within a company that has a total market capitalization of $2.58T. The stock has an analyst price target of $208.33 and a discounted cash flow value of $276.45.

Here's an overview of Pat Dorsey's trades in Alphabet Inc: